+72.2%
V vs BEN
+39.3%
+32.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.5% | -4.5% | -2.0% |
| 7D | -1.7% | +0.2% | -1.9% | -1.8% |
| 30D | +2.0% | -0.5% | +2.5% | +2.1% |
| 3M | +17.4% | +9.7% | +7.6% | +13.8% |
| 6M | +17.5% | +33.9% | -16.4% | +6.7% |
| YTD | +7.6% | +49.0% | -41.4% | -5.6% |
| 1Y | +7.7% | +42.1% | -34.4% | -4.3% |
| 3Y | +54.7% | +51.9% | +2.8% | +30.7% |
| All | +72.2% | +39.3% | +32.9% | +41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded BEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling